GreenTech IP: Who Will Control the Operating System of the Energy Transition?
Green technology is moving from a collection of individual products towards strategic infrastructure. Wind turbines, solar installations, batteries, heat pumps, electric vehicles and low-carbon buildings are increasingly connected through power electronics, software, sensors, data platforms and digitally managed grids. As these technologies become parts of one integrated system, the location of economic value is changing. It may no longer lie only in the individual device. It may lie in the interfaces, control mechanisms and platforms that determine how thousands of devices work together.
Intellectual property is one of the main mechanisms through which control over this emerging system will be allocated. Patents can protect physical components, manufacturing processes, control methods and system architectures. Trade secrets can protect optimisation algorithms, operating data and forecasting models. Copyright and database rights may shape access to software and data. Standards determine whether technologies can interoperate. Contracts decide who owns the results of joint development, infrastructure projects and publicly funded research.
The central GreenTech question is therefore no longer only which technologies will reduce emissions. It is also who will own, combine, operate and commercialise the technologies on which the transition depends.
From Green Patenting to Strategic Control
Hermione Thompson provides an important starting point for this discussion.
In the J A Kemp webinar “Green technologies: patenting trends and technology development”, Hermione Thompson and Henry Hunt-Grubbe examine the growth of GreenTech patenting, examples of technological development and the procedural aspects of protecting green inventions. The webinar connects the expansion of GreenTech with increasing patent activity and the growing involvement of multinational energy companies.
Hermione’s own practice combines engineering, electronics, mechanical technologies, software and agri-tech. As a member of J A Kemp’s cleantech team, she regularly advises GreenTech clients and provides commercially focused guidance on patent protection, freedom to operate and IP strategy.
This multidisciplinary perspective is becoming increasingly important because GreenTech is no longer a narrowly defined technology category. It is a system transformation involving energy generation, mobility, buildings, industrial processes, agriculture, storage, infrastructure and digital coordination.
Michael Liebreich places the scale of this transformation in a global context. In “The Great Clean Energy Acceleration 2.0”, he observes that installations of wind and solar, sales of electric vehicles and clean-energy investment have approximately doubled over the four years since Russia’s invasion of Ukraine. He expects geopolitical pressure to reduce dependence on fossil fuels to accelerate the transition further.
➡️ For IP management, this acceleration creates a timing problem.
Companies cannot wait until a technology has reached infrastructure scale before asking which inventions matter, where freedom to operate is required or which positions competitors may already control. By that point, important interfaces, supply relationships and platform positions may already have been allocated.
Kingsmill Bond, together with Daan Walter and Sam Butler-Sloss, argues that the transition involves two connected races in “The Electrification Imperative”. Renewable energy changes how electricity is produced. Electrification changes how energy is consumed in transport, buildings and industry. Their analysis describes electrification as the larger strategic opportunity because it can displace a substantial proportion of fossil-fuel use and imported energy while creating new markets for electric vehicles, heat pumps and control systems.
➡️ This changes the meaning of GreenTech IP.
A patent may not merely protect a more efficient component. It may secure a position in the electrification of an entire application field. A control method for charging, heating, storage or industrial demand may become more strategically important than the hardware it originally supported.
Electricity as the Operating System of the Economy
Gerard Reid describes in “The New World of Electricity” electricity as the future operating system of the economy. In his analysis of the new electricity world , he argues that solar power, batteries, power electronics and artificial intelligence already provide many of the necessary technological building blocks. The more difficult challenge is redesigning institutions and energy systems around them. In this emerging structure, electricity is combined with intelligence and becomes central to industry, infrastructure, geopolitics and capital allocation.
➡️ The IP implication is significant.
When electricity becomes digitally controllable, important inventions increasingly arise between conventional technology categories. Value may be created through the interaction of a battery, an inverter, a building-management system, a vehicle, a forecasting model and an electricity market.
This creates portfolio questions that cannot be answered by reviewing each product separately:
- Which technical relationships create the customer benefit?
- Where does the system make decisions?
- Which interfaces allow third-party devices to participate?
- Which data improves performance over time?
- Which control layer could become difficult for competitors to replace?
These questions determine whether a company protects only its components or also the architecture through which those components create value.
Jan Rosenow adds the market and policy dimension in his article “Do renewables make electricity cheaper or more expensive?”. His analysis of electricity prices shows that wholesale prices are strongly influenced by exposure to gas, while retail prices are shaped by network charges, taxes and policy levies. As a result, market rules can discourage the electrification that energy and climate policy is intended to support.
➡️ Green technologies therefore do not create value in a regulatory vacuum.
The commercial relevance of a patent depends on how the protected technology interacts with tariffs, grid rules, procurement requirements, subsidies and market-access conditions. A technically attractive solution may remain commercially marginal if the regulatory environment rewards a different operating model. Conversely, a policy change can suddenly turn an overlooked technical capability into a strategically important control point.
GreenTech patent strategy must therefore be connected to market design. It should identify not only what can be patented, but also which protected capabilities will matter under the energy system that policymakers and market operators are trying to create.
The Integration Bottleneck
The next major GreenTech challenge may not be generating renewable electricity. It may be integrating and coordinating it. Lauri Myllyvirta illustrates this problem through China. His Carbon Brief analysis shows that China added record levels of wind and solar capacity in early 2026, but a growing amount of that output could not be accommodated by the electricity system. He attributes the problem primarily to inflexible management of coal power plants and grids rather than simply to insufficient physical infrastructure.
➡️ This distinction matters for innovation strategy.
If the bottleneck is not merely a shortage of cables or generation capacity, then the relevant GreenTech solutions include grid-control technologies, power electronics, storage optimisation, demand-side management, forecasting, market coordination and interoperability.
These are areas in which inventions may be distributed across hardware, software and operating processes. Some elements may be patentable, others may be better protected as trade secrets, and some may need to be disclosed or standardised to enable market adoption.
David Voxlin demonstrates how rapidly this coordination layer is becoming commercially tangible. Axle Energy reports that its virtual power plant already connects more than 300,000 batteries, electric vehicles and heat pumps, representing over two gigawatts of flexible capacity. In July 2026, the company announced a $25 million Series A financing round to expand its distributed energy platform internationally. A virtual power plant is a particularly clear example of changing GreenTech value creation.
The participating batteries, vehicles and heat pumps may come from many manufacturers. The strategic asset is the ability to connect, predict, coordinate and monetise their flexibility. Control may therefore lie in communication protocols, device integration, forecasting models, dispatch logic, market interfaces and operational learning.
The relevant IP question is not simply whether the platform contains patentable software. It is which combination of patents, data access, trade secrets, contractual rights and technical integrations makes the platform defensible. It is also whether the company can continue learning from operating data after competitors gain access to similar hardware.
Buildings, Storage and the Move to Infrastructure Scale
The same shift can be seen in the built environment. Camilla Rizzi’s contribution to Plug and Play’s “From Carbon to Clean” report connects building monitoring with practical decarbonisation. The report covers energy efficiency, structural health, indoor-air quality and sustainable materials, illustrating how buildings are becoming integrated technology environments rather than passive physical assets.
A decarbonised building may include sensors, heat pumps, storage, energy-management software, smart materials, charging infrastructure and connections to external electricity markets. No single patent is likely to control this complete system. Strategic advantage may instead emerge from a portfolio that covers selected components, combinations, control functions and use cases. Contracts and data rights may determine whether the building operator, equipment manufacturer or platform provider can improve the system using operational information.
Florian Mayr shows how this broader transformation is now moving from pilot projects to infrastructure scale. He points to the expanding role of renewables in Germany, the development of multi-gigawatt-hour battery projects and the increasing importance of intelligent grid technologies. A cited distribution-grid pilot demonstrated that active voltage control could enable substantially more solar feed-in without immediately replacing existing lines and transformers. His conclusion is that grid development requires not only more physical infrastructure, but smarter utilisation, standardisation and digital control.
➡️ Infrastructure scale changes the commercial role of intellectual property.
IP becomes relevant to financing because investors need to understand what differentiates a project or technology provider. It becomes relevant to partnerships because several organisations may contribute hardware, software and operational knowledge. It becomes relevant to acquisitions because buyers need to know whether the capabilities they are purchasing are owned, licensed or dependent on third parties.
It also becomes relevant to implementation risk. A technically superior solution may be difficult to deploy if it depends on proprietary interfaces controlled by another actor or infringes rights that were not considered during development. GreenTech freedom-to-operate work must consequently look beyond an isolated product description. It should consider the intended deployment environment, system combinations, communication relationships and operating model.
Building GreenTech IP Governance Before Scale
Across these different perspectives, one message is consistent: GreenTech is becoming systemic before many companies have developed the IP governance needed to manage systemic innovation. Portfolio decisions are often still organised around individual inventions and products. The emerging energy system, however, creates value through combinations, interfaces and continuous coordination.
By the time a technology becomes an industry platform, many of the decisive ownership choices have already been made. Patent applications have been filed. Collaboration agreements have allocated results. Software architectures have created dependencies. Data access has been assigned. Standards have begun to stabilise. Customers have integrated solutions into long-term infrastructure.
Companies therefore need to ask control questions earlier.
- What technological function creates the measurable customer or system benefit?
- Which component, interface or decision layer could become a bottleneck?
- Which inventions must remain accessible to support interoperability?
- Which capabilities should be patented, kept confidential or embedded in contractual relationships?
- Who owns improvements generated through operational data?
- How will the portfolio support financing, partnerships and entry into new application fields?
- Where could third-party rights prevent the intended combination of technologies?
These questions turn GreenTech IP from a filing activity into an architecture for market participation.
The objective is not to patent every technical development. It is to understand how a company intends to create value within the larger transition and to secure the positions needed to implement that strategy. Hermione Thompson’s focus on the development and patenting of green technologies therefore opens a much larger management question.
As GreenTech moves from individual inventions to digitally coordinated infrastructure, patenting activity alone will not reveal who is strategically positioned. The decisive issue will be which organisations control the technologies, interfaces, knowledge and operating layers that allow the system to function. The energy transition will not be controlled by one patent or one company. But it will be shaped by thousands of IP decisions that determine who may build, connect, optimise and commercialise its critical technologies.